You have been raised in a family who does not talk about money. You have been taught that money matters are private and not to be disclosed to others, not even parents, children or siblings. They’re your assets and your …
When Do You Pull the Plug?
If you were being kept alive artificially after becoming mentally and physically incapacitated permanently, would you like your loved ones to be able to make decisions for you? Would you like the artificial life support to be withheld or withdrawn …
Protecting Assets in the Event of Nursing Home Admission
If you went into the nursing home, would you like your assets go to the nursing home or to your loved ones? This is a question that we ask each of our estate planning clients. For most all of our …
IRA Hot Topics
Frequently there are issues that come up in our office that affect the taxability of IRA distributions. We regularly get questions from our clients regarding their IRAs and the options that are available to them and who they should name …
Why Should You Update Your Estate Plan?
When was the last time that you took a look at or updated your estate planning documents? I read about a survey not too long ago which found that the average time between estate plan updates was almost 20 years. …